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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,013 | $202,342-16.5% | $172,753-2.2% | $152,909+10.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.35% | 1029.88%-1017.5pp | 803.00%-790.7pp | 345.46%-333.1pp |
| Employer contribution / active EE | $8,862 | $5,857+51.3% | $5,144+72.3% | $4,764+86.0% |
| Participant deferral / active EE | $9,995 | $5,948+68.0% | $5,198+92.3% | $5,851+70.8% |
| Admin fee / account holder | $2,859 | $17,112-83.3% | $13,956-79.5% | $11,601-75.4% |